蘑菇AV

Our first-ever worldwide forecast for retail media ad spending shows enduring momentum and lots of good news for Amazon and other ecommerce platforms around the world.

Retail media networks will challenge Google and Meta, and offer retailers serious margins.

The US does $2.18 trillion in cross-border trade (both imports and exports) with its top three biggest partners鈥擬exico, Canada, and China鈥攁ccording to the US Census Bureau.

A trade war with the US will hinder economic performance in Canada this year. Ad spending overall is expected to lose the momentum gained in 2024. But many digital formats will benefit from the emphasis on return on ad spending.

A major dockworkers strike seems increasingly likely: The disruption will begin October 1, just as several retailers begin launching holiday promotions.

Canadian Prime Minister Justin Trudeau resigned as the country scrambled to respond to Trump鈥檚 threats. India is mulling subsidies to lure consumer electronics manufacturers from China. Meanwhile, China鈥檚 policymakers are dusting off old strategies鈥攍ike allowing the yuan to weaken鈥攖o blunt the impact of impending tariffs.

Lactalis will acquire the US business and Sodiaal will buy the Canadian unit. The deal, which includes two manufacturing facilities in the US and one in Canada, is expected to close next year. Why is this happening? While General Mills鈥� North American yogurt business contributed about $1.5 billion to its fiscal 2024 net sales, that unit is neither high growth nor high margin.

Building a new retail ecosystem: Roblox sees a major opportunity in getting its large active user base to spend on real-world items. 鈥淐ommerce happens everywhere,鈥� Shopify wrote in a blog post. 鈥淥ne of the most relevant places for digitally-savvy Gen Z consumers in the world right now is Roblox, where millions of creators pursue entrepreneurship through immersive content creation.

Canada鈥檚 click-and-collect buyer growth tops our rankings among the countries we forecast. It鈥檚 a key option for consumers in Canada who prefer speedier order fulfillment and want to avoid home-delivery costs.

The ecommerce boom in Canada means many product categories now sell a significant percentage online. This includes grocery, which we forecast for the first time this year.

After three years of wild fluctuations in retail and ecommerce sales growth, a sense of stability and normalcy is slowly emerging. A healthy if unspectacular rebound for ecommerce is in the cards, and most national markets are heading in the right direction.

And in Canada, Loblaw, the largest grocer in the country, has a retail media network that targets its PC optimum loyalty base of like 16 million people and they have a company called Advance, which is their retail media network, that allows advertisers to target that group. So I think that is one big opportunity that many retailers especially are looking at. Carina Perkins (18:39):.